Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 186 U.S. retirement plans report holding American Funds American Balanced R6 Mutual fund -- in their Schedule of Assets, totaling $257.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $57.1M |
| 2 | JTEKT NORTH AMERICA CORPORATION JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN | GREENVILLE SC | 4,526 | $450.5M | $15.3M |
| 3 | ROGER ZATKOFF COMPANY |
FARMINGTON HILLS MI |
| 171 |
| $169.7M |
| $10.6M |
| 4 | WESTERN RESERVE MUTUAL CASUALTY COMPANY WESTERN RESERVE GROUP 401(K) PROFIT SHARING PLAN | WOOSTER OH | 287 | $62.0M | $9.4M |
| 5 | LARKIN HOFFMAN DALY & LINDGREN LTD LARKIN,HOFFMAN,DALY & LINDGREN, LTD. PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 156 | $97.0M | $8.9M |
| 6 | KFORCE INC. KFORCE 401(K) RETIREMENT SAVINGS PLAN | TAMPA FL | 13,615 | $282.8M | $7.5M |
| 7 | KEMRON ENVIRONMENTAL SERVICES, INC. KEMRON ENVIRONMENTAL SERVICES, INC. 401(K) PLAN | VIENNA VA | 171 | $19.7M | $5.8M |
| 8 | ENVIRONMENTAL CONTROL LLC ENVIRONMENTAL CONTROL, LLC. 401(K) PROFIT SHARING PLAN | STRATFORD CT | 290 | $37.3M | $5.7M |
| 9 | UNIVERSITY HEALTH SYSTEM, INC. UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | KNOXVILLE TN | 5,832 | $445.6M | $5.7M |
| 10 | ELCOR OPERATING COMPANY, LLC ELCOR OPERATING COMPANY, LLC 401(K) PLAN | HORSEHEADS NY | 348 | $10.8M | $5.1M |
